BRPW
BAR icon

Ballast Rock Private Wealth’s GraniteShares Gold Shares BAR Stock Holding History

Ballast Rock Private Wealth’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$247K Hold
6,257
– – 0.11% 170
2026
Q1 		$289K Buy
6,257
+3
+0% +$144 0.16% 147
2025
Q4 		$266K Buy
+6,254
New +$256K 0.17% 151

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ballast Rock Private Wealth's BAR Position: Q2 2026 in Review

Ballast Rock Private Wealth held its GraniteShares Gold Shares (BAR) position steady in Q2 2026 at 6,257 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #170.

Ballast Rock Private Wealth first reported a position in BAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $289K in Q1 2026. 172 funds tracked by Wall St. Rank hold BAR as of Q2 2026.

  • Ballast Rock Private Wealth held 6,257 shares of GraniteShares Gold Shares worth $247K as of Q2 2026.
  • Ballast Rock Private Wealth left its GraniteShares Gold Shares share count unchanged in Q2 2026.
  • GraniteShares Gold Shares made up 0.11% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #170 holding.
  • Ballast Rock Private Wealth first reported a position in GraniteShares Gold Shares in Q4 2025 and has held it in 3 quarters since.
  • Ballast Rock Private Wealth's GraniteShares Gold Shares position peaked at $289K in Q1 2026.
  • 172 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.